State Street SPDR S&P MIDCAP 400 ETF Trust
573 hedge funds and large institutions have $9.31B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2015 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 211 increasing their positions, 184 reducing their positions, and 47 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 184
12% more funds holding in top 10
Funds holding in top 10: 73 → 82 (+9)
6% more capital invested
Capital invested by funds: $8.81B → $9.31B (+$502M)
1.57% more ownership
Funds ownership: 54.71% → 56.28% (+1.6%)
3% more call options, than puts
Call options by funds: $548M | Put options by funds: $533M
2% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 47
1% less funds holding
Funds holding: 580 → 573 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
+$284M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$147M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$73.5M |
| 4 |
Morgan Stanley
New York
|
+$65.4M |
| 5 |
MSU
Mizuho Securities USA
New York
|
+$50.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$104M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$67.4M |
| 3 |
JP Morgan Chase
New York
|
-$23.2M |
| 4 |
HNB
Huntington National Bank
Columbus,
Ohio
|
-$22.1M |
| 5 |
V
Veritable
Wilmington,
Delaware
|
-$21.4M |
MDY Hedge Fund Activity: Q2 2015 in Review
573 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2015, worth a combined $9.31B — up 5.7% from $8.81B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new MDY positions and 47 closed out — a net gain of 1 holder — while 211 added to existing stakes and 184 trimmed.
The largest buyer was SG Americas Securities, adding an estimated $284M. The largest seller was Freedom Investment Management, cutting an estimated $104M.
- 573 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2015, down from 580 in Q1 2015.
- Funds reported $9.31B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2015, up 5.7% quarter-over-quarter.
- 48 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2015 and 47 closed out, a net change of +1 holder.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2015 was SG Americas Securities, an estimated $284M added.
- The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2015 was Freedom Investment Management, an estimated $104M sold.
Based on aggregated 13F filings for Q2 2015.